Monograph Wealth Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

Monograph Wealth Advisors’s Portfolio NKLA Stock Details NKLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,023	Closed	-$31.9K	–	162
2024 Q1	$31.9K	Hold	1,023	–	–	﹤0.01%	153
2023 Q4	$26.9K	Hold	1,023	–	–	﹤0.01%	107
2023 Q3	$48.2K	Hold	1,023	–	–	0.01%	122
2023 Q2	$42.4K	Hold	1,023	–	–	0.01%	86
2023 Q1	$37.1K	Buy	1,023 +681	+199%	+$44.7K	0.01%	85
2022 Q4	$22K	Buy	+342	New	+$28.6K	0.01%	91

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Monograph Wealth Advisors's NKLA Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 1,023 shares — an estimated $31.9K sold.

Monograph Wealth Advisors first reported a position in NKLA in Q4 2022 and held it in 6 quarters. The position peaked at $48.2K in Q3 2023. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

Monograph Wealth Advisors reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
Monograph Wealth Advisors sold 1,023 Nikola Corporation Common Stock shares in Q2 2024, an estimated $31.9K.
Monograph Wealth Advisors first reported a position in Nikola Corporation Common Stock in Q4 2022 and held it in 6 quarters.
Monograph Wealth Advisors's Nikola Corporation Common Stock position peaked at $48.2K in Q3 2023.
159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.